Alderique
Dear partners, This is the portfolio's monthly update reflecting all changes taken place in March 2025: Current asset allocation by market sector: - Finance: 19.34% ( + 3.15% ) - Consumer non-durables: 14.39% ( - 0.40% ) - Technology Services: 15.25% ( + 0.10% ) - ETFs: 12.84% ( + 0.78% ) - Consumer Services: 7.01% ( - 0.38% ) - Retail Trade: 9.42% ( - 0.11% ) - Commercial Services: 3.54% ( - 3.07% ) - Distribution Services: 3.61% ( + 0.17% ) - Process Industries: 2.85% ( - 0.08% ) - Producer Manufacturing: 1.93% ( + 0.03% ) - Electronic Technology: 2% ( -0.12% ) - Industrial Services: 1.94% ( + 0.04% ) - Consumer Durables: 1.92% ( - 0.02% ) - Health Technology: 0.94% ( - 0.03% ) Liquid cash: 2.89% War chest assets: 9% of portfolio's current net worth Ratio of dividend paying to non-dividend paying positions: 86.04% : 13.96% Portfolio's current standard deviation: 4.5% (as of April 2025, increased from March) Alderique.
Like CommentShare
null
.